Analiese Dolan

I am thrilled to introduce myself as the new Operations Manager at FWPP. My name is Analiese Dolan, and I come to you with 3 years of experience in operations management in the financial services industry and over 10 years in business development.

My role here at Family Wealth Planning Partners is to ensure everything runs smoothly and that communication between our amazing financial advisors and you, our valued clients, is seamless.


I understand the importance of effective scheduling, clear communication, and dependable support in maintaining strong client-advisor relationships. My goal is to streamline our processes so that your experience with FWPP is always efficient and beneficial.

I'm excited to collaborate closely with our team of four experienced financial advisors to ensure your financial planning needs are met with the utmost professionalism and care. Whether it's scheduling appointments, addressing inquiries, or providing support, I'm here to assist you every step of the way.

I'm looking forward to getting to know each of you better and contributing to your financial well-being. Please feel free to reach out to me directly at (502) 200-5210 if you have any questions or if there's anything I can assist you with.

Thank you for trusting FWPP with your financial planning needs. I can't wait to work together to achieve your goals!